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Sage Financial Management Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sage Financial Management Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-462
Closed -$47K – 66
2021
Q1 		$47K Buy
+462
New +$43.7K 0.04% 63

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Sage Financial Management Group's IJS Position: Q2 2021 in Review

Sage Financial Management Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2021, closing a stake of 462 shares — an estimated $47K sold.

Sage Financial Management Group first reported a position in IJS in Q1 2021 and held it in 1 quarter. The position peaked at $47K in Q1 2021. 683 funds tracked by Wall St. Rank hold IJS as of Q2 2021.

  • Sage Financial Management Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 462 iShares S&P Small-Cap 600 Value ETF shares in Q2 2021, an estimated $47K.
  • Sage Financial Management Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's iShares S&P Small-Cap 600 Value ETF position peaked at $47K in Q1 2021.
  • 683 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.